SOC 2, ISO 27001/27701, GDPR, and HIPAA requirements are already met — so your evaluation starts with capabilities, not certifications. Protect board data and cut support tickets with SSO and admin controls that plug into your existing identity stack. Governance that runs securely without creating more work for your team.
Meet SOC 2, ISO 27001/27701, GDPR, and HIPAA standards with certifications already in place.
Connect to Okta, Azure AD, or your existing identity provider — one configuration, zero friction.
Keep board materials out of inboxes and off public AI with granular permissions and closed-loop intelligence.
==An intuitive experience directors actually use — fewer support tickets, less hand-holding.
Manage board access through the identity systems you already run. Connect board authentication to your SSO provider — Okta, Azure AD, or your existing identity system. Directors sign in with credentials they already know, and IT maintains control through the identity infrastructure already in place.
Board materials belong in controlled spaces, not scattered across personal email and cloud drives. Move governance work into a platform where documents stay contained, downloads are controlled, and directors don't need to copy sensitive content into ChatGPT to get a summary. When AI runs inside the portal — not on the open web — your data never leaves the system.
The wrong board portal creates help desk overhead — directors can't log in, can't find their materials, can't figure out the interface. The right one feels obvious from the first tap. Reduce support calls by giving board members an experience designed for adoption, not training manuals. When directors actually use the system, IT stops being the governance help desk.
Security credibility comes from systems that work. Demonstrate due diligence with documented controls, certified compliance, and audit trails that exist by default — so you're not scrambling when leadership asks how board data is protected.
Demonstrate GDPR, HIPAA, and data privacy compliance with a platform built to meet regulatory requirements. Access data processing documentation, retention controls, and audit logs when regulators or auditors ask — without building the evidence from scratch.
The most secure platform means nothing if directors work around it. Combine enterprise security with intuitive design so board members stay inside the governed system instead of reverting to email and personal drives. Adoption is the security strategy.
Revoke access remotely when devices are lost or directors depart. Apply watermarks to sensitive documents so leaked materials trace back to their source. Maintain control without restricting BYOD policies your board expects.
Directors already use AI to prep — 69% report using it for board work. Keep AI summaries, search, and prep tools inside the governed portal where outputs inherit permissions and nothing leaves your security perimeter.
SOC 2 Type II, ISO 27001, ISO 27701. The platform is also built to support GDPR and HIPAA compliance requirements.
Yes. Set download and print permissions by role, committee, or individual document. Apply watermarks and enable remote wipe for lost or compromised devices.
AI features run inside the platform using closed-loop architecture. Board data never leaves your system or reaches external models. Outputs inherit the same permissions as source documents.
Offboarding automatically revokes access. Remote wipe removes materials from personal devices. The audit trail captures the access change for compliance records.
"I go back to OnBoard’s simplicity of use, we were able to integrate all of the materials for the meeting because we had a tool that allowed us to pivot really quickly. We didn’t have to explain to our board members how to get to that material in OnBoard because it was pretty apparent to them.”
Reggie Henry
ASAE’s Chief Information & Engagement Officer
I highly recommend this software to potential users. It is amazingly efficient and has served the complex needs of our growing board admirably and I appreciate that OnBoard is always adding on to itself and striving to become a better product. Customer service is excellent.
Roberto P.
Director of Trusteeship & Executive Office Administration
The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless. It is user - friendly and helps keep the board efficient in a remote work environment.
Clarissa S.
Executive Secretary and Human Resources Assistant
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A comprehensive guide on selecting a Board Management vendor that will make your board happy and keep meetings focused on strategy.
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